TWS and IB Gateway Installation Instructions for Windows

TWS and IB Gateway Step-by-Step Instructions



1. The File Download dialog will ask if you want to run or save the file. Click Save.

TWS Installation Instruction Screen


2. The Save As dialog will appear, prompting you to save the file. You may either change the location or accept the default location. We recommend that you choose the desktop location and click Save.

TWS Installation Instruction Screen


3. The File Transfer dialog shows the estimated download time.

TWS Installation Instruction Screen

Once the download is complete, you will be prompted to click Run, Open Folder or Close. Click Run to start the installation and skip to step 5, or click Close and following the instructions in Step 4 below.

TWS Installation Instruction Screen


4. If you saved the file to your desktop, find the tws40_install icon as seen in the image below. Double-click the icon to start the installation. If you changed the download location, locate the TWS installation file on your computer and double-click it to start the installation.

TWS Installation Instruction Screen


5. You should now see the Open File – Security Warning dialog. Click Run.

TWS Installation Instruction Screen


6. Click Next in the Welcome dialog to begin installing TWS.

TWS Installation Instruction Screen


7. Select the components you wish to install in the Select Applications dialog.

  1. A. If you are only installing TWS, click the check box next to Trader Workstation and IBGateway.
  2. If you are adding IBIS to your TWS, also click the check box next to IB Information System (IBIS).
TWS Installation Instruction Screen


8. In the Choose Destination Location dialog, click Next. Change the installation folder ONLY if necessary by clicking Browse, then selecting a different location.

TWS Installation Instruction Screen


9. In the Start Installation dialog, click Next.

TWS Installation Instruction Screen


10. The next dialog will display the installation progress.

TWS Installation Instruction Screen


11. Click Finish to complete the installation.

TWS Installation Instruction Screen


12. Once you have completed the installation, the TWS icon will be displayed on your desktop. To log into your IB account, simply double-click the Trader Workstation 4.0 icon, as seen below. When prompted enter your username and password, and then click Login.

TWS Installation Instruction Screen